Exporting Planning Data

You use this export function if you want to obtain current planning status, e.g. in financial planning the planned versus the actual status or in scheduling an overview of the activities within a period. This function can be used for a year or a specific part of a year. It also uses all of the current settings for the budget view. This means that the setting of the year and the year view, a filtering of the elements as well as in the budget area the setting of the budget columns have an effect on the export result.

1. Select whether you want to export the scheduling or the financial planning:

   • Scheduling: Click > Planner > Calendar.

   • Financial planning: Click > Planner > Budget.

Note: You can export the marketing plan from both the budget and the calendar view. The marketing plan can only be exported as an Excel file from the budget view.

2. Select the year whose data you want to export.

3. Filter the planning elements if you only need the data for specific elements.

4. If you are exporting financial planning:

   1. Specify whether you want to export the data on a monthly or quarterly basis.

   2. Select the budget view that you want to export.

5. Click .

This opens the Exports dialog box.

6. From the dropdown list in the Output format area, select:

   • PDF Export if you want to export the marketing plan as a PDF file (only available under > Calendar).

   • Excel Export if you want to export the marketing plan as an XLSX file.

7. From the top dropdown list in the Settings area, choose:

   • Export all elements of the view if you want to export all elements, including currently invisible sub-elements.

   • Export visible elements of the view if you want to export the elements that are currently visible in the calendar. Invisible sub-elements are not taken into account.

8. Activate the Highlight changes checkbox to highlight the changes made within a certain period of time in the exported file.

This expands the input screen.

9. Select the time span within which the changes were made.

10. Specify whether newly created and/or changed planning elements are highlighted.

11. To make the export clearer, activate the Highlight parent elements checkbox if necessary.

12. If you want to include the markers of the planning elements in the export, activate the Include marker checkbox.

13. Select from the drop-down list below:

    • Download export if you want to save the export.

    • Send Export via E-Mail if you want to send the export directly to another user by e-mail.

      1. You can use the Search for recipients search field to select the e-mail recipient.

      The overview table displays all the users that have been selected as recipients. You can delete users from the recipient list. The Access column shows whether the user is authorized to use the Planner.

      2. You can enter text for the message, if required. You can also send the e-mail without any message text.

14. Click Export.

The export is generated. Depending on your selection, you can save/open the generated file or the export is sent to the selected recipients automatically.